How to attach files to your templates

In Shared Email Templates for Outlook

On this page, you will find several ways to attach a file to your templates in Shared Email Templates. You can attach files from OneDrive, SharePoint, URL or create an Outlook draft, attach a file to it, and use this draft as a template. Also, you can use a special macro that will remind you to attach a file from your local storage each time you use a certain template.

• Attach file from OneDrive
• Attach file from SharePoint
• Attach file from URL
• What not to do while attaching files from URL
• Use Outlook draft with attached file
• Attach file from local storage
• Useful links in our blog

Attach file from OneDrive

The first way to add a file to your template is to attach one from OneDrive with the help of the AttachFromOneDrive macro. To use the macro, open your template and click the Insert macro icon:

In the drop-down list, select the AttachFromOneDrive macro:

The add-in will ask to log in to your OneDrive account and choose a file to attach to your email:

When you use a template with this macro, the macro downloads the chosen file and attaches it to the currently open email message.

Tip. When the macro is created, you can click on it and select to Open file or Open folder:

Attach file from SharePoint

Also, you can use the AttachFromSharePoint macro to attach a file from your SharePoint:

When you pick this macro, the add-in will ask to log in to your SharePoint account and choose a file to attach:

Note that when you use a template with this macro, you have to be logged in to SharePoint so that the macro has access to the file.

Tip. When the macro is created, you can click on it and select to Open file or Open folder:

Attach file from URL

Another way to add a file to your template is to attach a file from a URL by using the AttachFromURL macro:

In the macro inserted into your template, add a link to the required file between the square brackets, e.g. ~%ATTACH_FROM_URL[https://domain.com/file-url]

What not to do while attaching files from URL

Friends, please, if you want to attach a file from OneDrive or SharePoint, use the AttachFromOneDrive and AttachFromSharePoint macros only.

Do not try to use the AttachFromURL macro and put a link to your file from OneDrive or SharePoint into square brackets.

For instance, you may open your file in a browser, copy its address from the address bar, and try to use it in the AttachFromURL macro. This won't work. Also, if you copy a link to your file while sharing it in OneDrive and paste it into square brackets in the AttachFromURL macro—this won't work too.

Use Outlook draft with attached file

Besides, to attach a file to your template, you can use Outlook drafts as templates. In this case, you create a draft in Outlook, attach a file, and link the folder with this draft to Shared Email Templates. Here is our guide on how to use linked folders:

How to use Outlook drafts as templates

Attach file from local storage

To remind yourself to attach a file from your hard drive or SSD every time you use a certain template, use the WhatToAttach macro:

So, each time you insert a template that contains this macro into your email message, the add-in will ask you to select a file. Click the Browse icon to pick it:

Useful links in our blog

You can find plenty of useful information on this topic in our blog articles:

• Attach OneDrive file to Outlook emails using Shared Email Templates
• Attach SharePoint files to Outlook email using Shared Email Templates
• Attach a file from URL to Outlook email messages
• Creating Outlook drafts with attachments and using them as email templates.